Jim Leitner on Creating a Macro Edge, Trading Options and Carry Trades
Macro Hive Conversations With Bilal Hafeez
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The Dissonance in a Society Over Time
In the last 40-50 years, labor has not participated in productivity gains. We're now at the probably highest in the US corporate profit margins which are running at 14%. The economy is becoming less and less competitive. I think that over the next couple of years, we will continue to see pushback. And that's my downside on equity markets.
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